Possession of significant assets entails obligations and, frequently, gives rise to daily concerns. Recognizing this, our approach is to determine a global strategy to develop and preserve wealth. .
This strategy is based on two interactive pillars:
• Tax and legal analysis of wealth and the factors which interact with it, in order to plan optimal middle and long term solutions;
• Economic analysis: Tiaré Conseil has access to the best sources of market analysis and micro-and macroeconomic analysis thanks to its relations with the most prestigious and world-renowned analytical groups.
The global value of the assets, including real estate, subject to our team’s consulting services was € 700 million as of June 30, 2006..
- Property audit and global strategy determination taking into account tax and legal aspects.
- Consulting services in movable and immovable assets management and investment operations. Asset coverage - risk diversification – stock-options management.
- Monitoring innovations and new product development by banks and assets managers.
- Periodical review of the results of asset allocation management.
- Assurance-Vie (contract selection, beneficiary clauses examination.)
- Consolidated reporting on financial assets.
- Monitoring of administrative obligations related to asset holding.
- Analysis of asset and real-estate insurance.
- Assistance with tax returns.
A TIARÉ GROUPE company